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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,438 | $209,847+19.3% | $189,520+32.1% | $167,518+49.5% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 23.70% | 748.45%-724.7pp | 555.25%-531.5pp | 478.71%-455.0pp |
| Employer contribution / active EE | $11,337 | $6,913+64.0% | $6,161+84.0% | $4,838+134.3% |
| Participant deferral / active EE | $17,333 | $8,934+94.0% | $8,220+110.9% | $6,342+173.3% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |